Steps to Access Customer Information:
- Log in to your CMS account.
- Navigate to the Customers module, then click the Customer tab.
- Scroll to the right until you see the Action column, then click the pencil icon beside the customer’s name.
From there, you’ll be able to view various tabs related to the customer’s profile and transaction history.
Profile Details Tab
In this tab, you’ll find the following information:
- Name
- Membership ID
- Email Address (not editable)
- Contact Number (not editable)
- Registration Channel
- Gender
- Civil Status
- Birthdate
Transaction History Tab
This tab displays records across all channels, including sales and loyalty-related transactions. This helps you monitor financial performance and catch any discrepancies.
You'll see the following details in tabular format:
- Date and Time
- Customer Name
- Card Number (if applicable)
- Guest Info (if applicable)
- Mobile Number
- Registration Date
- Points Mechanics (for merchants using the loyalty function)
- Transaction ID
Tip: You can export this data by clicking the Export button in the upper right corner of the Transaction History tab.
Loyalty Function Fields
For merchants using the loyalty program, additional fields will also appear:
- Transaction Type
- Transaction Amount
- Points Earned
- Employee ID
- Employee Name
- Reward Redeemed
- Reward Price
- Date and Time of Refund Request
- Requested By
- Date and Time Refund Was Sent
The Transaction ID in the CMS matches the Reference Number shown in the Merchant App.
Voiding Earned Points
If you've mistakenly awarded points or need to reverse a transaction, you can void it:
- In the Transaction History tab, locate the correct Transaction ID.
- Click “X Void” beside the transaction.
The earned points will be deducted from the customer's account.
Card Numbers Tab
This tab displays details of any privilege cards availed by the customer. This section helps you verify the customer's card status and expiration details.
Information Displayed:
- Card Number – The unique identifier assigned to the customer’s card
Expiration Date – The validity period of the card - Status – Indicates whether the card is Active, Expired, or Inactive
SC/PWD ID Tab
This tab displays the details of any uploaded Senior Citizen (SC) or Persons with Disabilities (PWD) IDs associated with a customer's account.
Information Displayed:
- ID Type – Indicates whether the uploaded ID is for Senior Citizen (SC) or PWD
- Full Name – Name as shown on the ID
- ID Number – Official number of the SC/PWD ID
- Date Applied – Date the ID was uploaded to the system
- Attachment/s – Uploaded image(s) of the ID for verification
Approval Actions:
You can verify the customer's eligibility for special discounts by reviewing the uploaded details. Then, click the appropriate button to either:
- Approve – Accept the ID and apply the discount
- Reject – Decline the uploaded ID if the information is incomplete or invalid
